user avatar

Scott Jeffrey Fisher

Advisor at Cetera — Somerset, PA Tayman Ave

Updated today

Credentials

Series 66

Experience

18 years

Location

Somerset, PA 15501

Cetera logo

Cetera

Institution

Total advisors

10,197

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Scott Fisher is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Insurance Agency for over 15 years. Outside of his advisory work, he provides tax preparation and accounting services for individuals, businesses, and trusts through his separate practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and third-party manager options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Somerset, PA Tayman Ave

886 Tayman Ave

Somerset PA 15501

Advisors at this office

1

Most active in

Pennsylvania

Work history

18 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Somerset, PA

Avantax Insurance Agency, LLC

2010 - 2025 • 15 years

Somerset, PA

Avantax Advisory services

2009 - 2025 • 16 years

Somerset, PA

Avantax Investment Services, INC.

2009 - 2025 • 16 years

Somerset, PA

LPL Financial

2008 - 2009 • 1 year

Somerset, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christopher M

Series 63, Series 66

Jennerstown, PA

OSAIC Institutions, INC.

Christopher Mckissick is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked with Infinex Investments, Inc. since 2015 and with FIRST Commonwealth Bank since 2007. He is also involved with the First Commonwealth Bank Trust Division outside of his advisory role. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning, operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Albert G

Series 66

Somerset, PA

Lincoln Investment

Albert Gaiardo is a financial advisor at Lincoln Investment with four years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2022. Outside of finance, he has been involved with the Ligonier Valley School District since 1996. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) participants. The firm offers financial planning, portfolio management through strategic model portfolios, and maintains a layered delivery model incorporating an in-house investment management team and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
user avatar

Stephanie C

Series 66

Somerset, PA

PNC Wealth Management

Stephanie Conde is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments, LLC since 2016. Outside of her advisory role, she is a partner in Divorce Squad, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and an emphasis on algorithm-driven risk assessment.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Dennis H

Series 63, Series 65

Somerset, PA

PNC Wealth Management

Dennis Hunt is a financial advisor at PNC Wealth Management with 36 years of industry experience. He has held his current position since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Claude R

Series 63, Series 65

Somerset, PA

Commonwealth Financial Network

Claude Rice Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory work, he is a part owner of a family farm that is rented out. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Emily R

Series 63, Series 66

Somerset, PA

LPL Financial

Emily Raupach is a financial advisor with LPL Financial in Somerset, PA, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, LLC, Osaic Institutions, Inc, and Somerset Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)